Mather Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Mather Group’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.2K	Buy	+5,887	New	+$55.5K	﹤0.01%	1048

Other funds holding PFO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Mather Group's PFO Position: Q1 2026 in Review

Mather Group opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2026: 5,887 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

52 funds tracked by Wall St. Rank hold PFO as of Q1 2026.

Mather Group held 5,887 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $53.2K as of Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Mather Group position in Q1 2026.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1048 holding.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.